{
}
UBS has announced that 14 advisors from its Mid-Atlantic Wealth Management Market and 11 from its South Wealth Management Market have been recognized in the 2025 Barron’s Top 1200 Financial Advisors list. This recognition highlights their achievements based on criteria such as revenue, assets under management, and quality of practice. Brendan Graham and Greg Achten, market executives for their respective regions, expressed pride in their teams' national recognition.
UBS has announced that 35 advisor teams from its Mid-Atlantic Wealth Management Market have been recognized in the 2025 Forbes Best-in-State Wealth Management Teams list. This accolade highlights their exceptional client service and commitment to personalized wealth strategies, reflecting UBS's dedication to excellence in the industry. The recognition is part of a broader effort to maintain leadership and empower clients in achieving their financial goals.
UBS Wealth Management USA has restructured its leadership in the Southeastern U.S., transitioning from two national divisions to four regional divisions for improved decision-making and client responsiveness. Julie Fox has been appointed regional director for the southeast, overseeing Brendan Graham (Mid-Atlantic), Jake Shine (South Atlantic), Greg Achten (South), and Lane Strumlauf (Florida). This new leadership aims to enhance resources for financial advisors in rapidly growing wealth hubs across the region.
UBS Wealth Management USA has restructured its field management into four regions, enhancing decision-making and client responsiveness. Julie Fox has been appointed Regional Director for the Southeast, overseeing Market Executives responsible for key areas including the Mid-Atlantic, South Atlantic, South, and Florida. The firm aims to capitalize on the region's growing wealth centers and plans to open new office space in Washington, D.C. in May 2025.
UBS Wealth Management USA has restructured its operations, moving from two national divisions to four regions, with Julie Fox appointed as Regional Director for the Southeast. The new leadership includes Market Executives Brendan Graham, Jake Shine, Greg Achten, and Lane Strumlauf, overseeing key wealth centers such as Philadelphia, Washington D.C., and Miami. This reorganization aims to enhance decision-making and client responsiveness, with plans to open new office space in Washington D.C. by May 2025.
UBS is restructuring its US wealth management division to attract a wider range of affluent clients and improve profit margins, which currently lag behind competitors like Merrill Lynch and Morgan Stanley. The revamp includes dividing the unit into six divisions, enhancing banking services, and appointing new field leaders to foster growth and responsiveness to client needs. The firm aims to integrate its Global Family & Institutional Wealth framework with new capabilities, positioning itself for more effective competition in the market.
UBS is revamping its US wealth management division to attract a wider range of affluent clients, moving beyond its traditional ultra-high net worth focus. The restructuring includes dividing the unit into six divisions, enhancing banking services, and appointing new leadership to improve responsiveness and decision-making. The firm aims to boost profit margins and compete more effectively against rivals like Merrill Lynch and Morgan Stanley.
UBS is revamping its US wealth management division to attract a wider range of affluent clients, moving beyond its traditional ultra-high net worth focus. The restructuring includes dividing the unit into six divisions, enhancing banking services, and appointing new leadership to improve responsiveness and decision-making. The firm aims to boost profit margins and compete more effectively against rivals like Merrill Lynch and Morgan Stanley.
UBS is restructuring its US wealth management business, effective January 1, 2025, by dividing it into four regions alongside UBS International and the Wealth Advice Center. Key appointments include regional directors and a new advisory segment for ultra-high-net-worth clients, now including those with over $50 million in net worth. The organization aims to enhance decision-making and customer responsiveness while streamlining sales and support teams.
UBS is restructuring its US wealth management business, expanding from two national divisions to four regional sales teams, effective January 1, 2025. Rob Karofsky will lead the division, with key appointments including Chris DiMuria for the Northeast and Julie Fox for the Southeast. Private Wealth Management will become a distinct segment under John Mathews.
Julie Fox
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
fourteen advisors from mid-atlantic market recognized in barrons top financial advisors list
13:30 19.03.2025
ubs mid-atlantic advisor teams recognized in forbes best-in-state list
04:00 10.02.2025
ubs wealth management usa restructures southeastern leadership for enhanced client service
21:45 22.01.2025
ubs announces regional leadership changes in southeast us wealth management
17:10 14.01.2025
ubs wealth management usa announces regional restructuring and new leadership appointments
17:10 14.01.2025
ubs restructures us wealth management to enhance competitiveness and profit margins
United States Dollar
Credit Suisse High Yield Bond Fund, Inc.
Morgan Stanley
MERRILL LYNCH MLCX SX6L INDEX
CHE
Michael Mcvicker
Alicia Curry
Mike Ryan
Jon Ramey
Charles Otton
Ogden Hammond
Jason Chandler
Jennifer Gabrielli
Lauren Gorsche
Jennifer Povlitz
John Mathews
Len Golubski
Rick Gonzalez
Julie Fox
Show more
12:12 12.12.2024
ubs revamps us wealth management to attract broader affluent client base
United States Dollar
Credit Suisse High Yield Bond Fund, Inc.
Morgan Stanley
MERRILL LYNCH MLCX SX6L INDEX
CHE
Michael Mcvicker
Alicia Curry
Mike Ryan
Jon Ramey
Charles Otton
Ogden Hammond
Jason Chandler
Jennifer Gabrielli
Lauren Gorsche
Jennifer Povlitz
John Mathews
Len Golubski
Rick Gonzalez
Julie Fox
Show more
08:51 12.12.2024
UBS Revamps US Wealth Management to Compete with Major Rivals
United States Dollar
Credit Suisse High Yield Bond Fund, Inc.
MERRILL LYNCH MLCX SX6L INDEX
Morgan Stanley
CHE
John Mathews
Charles Otton
Julie Fox
Alicia Curry
Jennifer Gabrielli
Jason Chandler
Len Golubski
Rick Gonzalez
Lauren Gorsche
Jon Ramey
Mike Ryan
Jennifer Povlitz
Ogden Hammond
Show more
08:51 12.12.2024
UBS Restructures US Wealth Management Business to Enhance Client Services
J.P. Morgan Fixed Income Opps A EUR Inc
USA
John Mathews
Charles Otton
Julie Fox
Alicia Curry
Jennifer Gabrielli
Jason Chandler
Len Golubski
Rick Gonzalez
Lauren Gorsche
Jon Ramey
Mike Ryan
Jennifer Povlitz
Bill Carroll
Ogden Hammond
Show more
02:51 12.12.2024
UBS Restructures US Wealth Management Business for Enhanced Client Response
United States Dollar
GENERAL MOTORS
BELVOIR CAPITAL AG
PKB PRIVATE BANK SA
Amazon.com, Inc.
CHE
DEU
USA
CHN
John Mathews
Julie Fox
Len Golubski
Rick Gonzalez
Lauren Gorsche
Jon Ramey
Kubra Khan
Show more
12:36 11.12.2024
Trending
Subcategory
Corporate News
Startups & Entrepreneurship
Industry Trends
Global Trade Developments
Stock Market Updates
Industry Mergers & Acquisitions
Retail and Consumer Goods
Government Economic Policies
Private Equity Deals
Supply Chain Management
Fintech Startups
Venture Capital Investments
CEO Changes
Central Bank Actions
Inflation and Monetary Impact
Finance Mergers & Acquisitions
AI Innovations
Emerging Startups
Workplace Trends
Energy Sector Developments
Countries:
Companies:
Apple Inc.
Google Inc.
Grab2Go AS
OLA ELECTRIC MOBILITY LTD
NIO Inc.
Nikkei 225
Delhivery Limited
Ecom Express Ltd.
Nintendo Co., Ltd.
Mizuho Financial Group, Inc.
Mitsubishi UFJ Financial Group, Inc.
EFG Hermes Egypt
Microsoft Corporation
Eurasia Groupe SA
British International Investment plc
XPeng Inc.
Li Auto Inc.
Morgan Stanley
Taiwan Semiconductor Manufacturing Company Limited
VFS Global AG
Currencies:
United States Dollar
Indian Rupee
Euro
Japanese Yen
Chinese Yuan
United Arab Emirates Dirham
South Korean Won
New Taiwan Dollar
Indonesian Rupiah
Saudi Riyal
Offshore Chinese Yuan
Hong Kong Dollar
Malaysian Ringgit
Filipino Peso
West African CFA Franc
Thai Baht
Mexican Peso
Croatian Kuna
Bahraini Dinar
Egyptian Pound
People: